LICENSES
CHECKLISTS works in SAAS mode and is available in English, French, Dutch, German, Vietnamese and Chinese (traditional and simplified).
Access and licenses management
Thanks to its very acute access management, CHECKLISTS allows you to open its functionalities to a large number of users, internal or external, who will have access to the features they need in their assigned environment.
75 € / Month
50 € / Month
25 € / Month
 WEB | INTERNAL CONTACTS | |||
|---|---|---|---|---|
| Admin | Manager | Input User | ||
| CONFIGURATION | View and Edit configuration : Manage Company information Define Problem and Equpment types | |||
| SITES | View sites | Limited to his visible site | Limited to his visible site | |
| Create & Edit sites | ||||
| Archive & Delete sites | ||||
| Manage rooms & equipments | Limited to his visible site | |||
| DOCUMENTS | View documents | Limited to his visible site and documents with a role Manager or less | ? Limited to his visible site and documents with a role Manager or less | |
| Manage documents | ||||
| Manage folders | ||||
| CONTACTS | View contacts | |||
| Create & Edit contacts | ||||
| Archive & Delete contacts | ||||
| Invite a user | ||||
| CHECKLISTS | Manage categories | |||
| Manage custom values | ||||
| Manage global checklists | ||||
| Manage site checklists | Limited to his visible site | |||
| VISITS | View workflows (if parameter activated) | Limited to his visible site | ||
| Manage workflows (if parameter activated) | ||||
| View recurrences | Limited to his visible site and recurrences assigned to him | |||
| Manage recurrences | ||||
| View & Manage non compliant items | ||||
| View visits | For visits assigned to him | |||
| Start, continue, terminate or refuse a visit | For visits assigned to him | For visits assigned to him | ||
| Generate a visit report | For visits assigned to him | |||
| Create visit, next visit and partial visit | ||||
| Edit visit | ||||
| Create an incident or AproPLAN point | ||||
| DASHBOARD | Access to the Dashboard | For visits assigned to him | ||
| ANDROID & IPAD | INTERNAL CONTACTS | EXTERNAL | |||
|---|---|---|---|---|---|
| Admin | Manager | Input User | Input User | ||
| VISITS | View visits | Limited to his visible site | For visits assigned to him | Limited to visits assigned to him and visit assigned to his company but no contact in particular | |
| Start, continue, terminate or refuse a visit | For visits assigned to him | For visits assigned to him | For visits assigned to him and accept visit assigned to his company but no contact in particular | ||
| Generate a visit report | Limited to his visible site | ||||
| Create visit, next visit and partial visit | Limited to his visible site | ||||
| USER LICENSE | MANAGER LICENSE | ADMIN LICENSE | |
| Input Users | Mobile Controller & Manager Users | Back Office & Admin Users | |
| Prepare the checklists | |||
| Define check-list’s categories | |||
| Create checklists template | |||
| Create site checklists | |||
| Define sections and lines (including questions to fulfill, items required, things to be done or points to be considered) | |||
| Create a new checklists template using copy/link checklists function | |||
| Create new checklists template using import from Excel file function | |||
| Define categories for easier management | |||
| Choose type of answers for better control of results | |||
| Define custom values for type of answers | |||
| Define non-compliant items | |||
| Define the color of customized answers | |||
| Define expected value range | |||
| Define coefficient for visit scoring | |||
| Define mandatory lines | |||
| Add pictures with drawings and comments into the lines for more precision | |||
| Automatic notification for the changes of checklists template when assigning visits | |||
| Option to choose between automatically apply changes of checklists or keep the old version to visits assigned | |||
| Add documents for sharing between all sites or selected sites | |||
| Plan and assign a visit (Unique or recurrent) | |||
| In my area | |||
| In all sites | |||
| Create a partial Control visit (non-compliant re-check) | |||
| In my area | |||
| In all sites | |||
| See visits | |||
| Assigned to me | |||
| Assigned to my area | |||
| Assigned to all | |||
| Agree/Refuse a visit request | |||
| Execute a visit | |||
| Add pictures for more precision and draw on it | |||
| Add global remark or suggestion during visit execution | |||
| Sign a contradictory visit (signatures of stakeholders) | |||
| See my visits’ history | |||
| Automatic notification to remind visit’s not completed | |||
| Generate visits’ report and manage diffusion lists | |||
| Assigned to me | |||
| Assigned to my area | |||
| Assigned to all | |||
| Setup system: | |||
| Sites, Areas, Users, access rights … | |||
| Checklists templates (questions types, define custom answers, …) | |||
| Files structure (Documents folders: reports, pictures, …) | |||
| Para-metering | |||
| Follow-up non-compliant items (points of visits) | |||
| In my area | |||
| In all sites | |||
| EXCEL interface | |||
| Import checklists, sites, documents, contacts from Excel | |||
| Export to Excel for analysis (Pivot tables,…) | |||
| OPTIONAL | |||
| Communication with Netika’s solutions | |||
| Generate an incident into HELPSITES application | |||
| Create a point in AproPLAN | |||
| Communication / Messaging: | |||
| Define messages | |||
| Read and execute messages | |||
| API | |||
| Allowing development of BI + Customized reports by the client | |||
| DASHBOARDS | |||
| Follow up of visits, results ans actions | |||
| Assigned to me | |||
| Assigned to my area | |||
| Assigned to all |